Latest
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5 Ways to Catch Up on Retirement Savings
If you’re in your highest-earning years, you can make up for lost time.
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QCDs Are a Tax-Smart Way for Retirees To Donate to Charity
The Tax Letter With QCDs, retirees can save on taxes by making donations from their IRAs directly to charity. Here's what you need to know about qualified charitable distributions.
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How Gen Z’s Retirement Planning and Investing Are Different
Growing up with a smartphone in hand has made the use of technology for investing and retirement planning second nature for Generation Z.
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The Best Way to Defer RMDs (and Their Tax Bills): QLACs
Concerned about RMDs? Worried about outliving your retirement savings? A qualified longevity annuity contract defers some RMDs and guarantees lifetime income.
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Pros and Cons of 403(b) Plans
Millions of public school employees use 403(b) plans. Here's what to know about them.
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Can Both Spouses Collect Social Security Benefits? What You Need to Know
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
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Why Turning 65 Isn't What It Used to Be, According to an Expert
With more than 4 million people turning 65 in 2024, an expert in psychology and aging explains why so many of them are thriving like never before.
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These Are the Key Decisions You Need to Make for Retirement
These important issues are all connected and can affect your taxes, likely setting them at a certain level for the rest of your retirement.
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The Do’s and Don’ts of Inherited IRAs
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?
